Feature Spotlight: Opportunity Management

Feature Spotlight: Opportunity Management
November 20, 2020 Lisa Kimery

If you have the Service Desk edition, use iSupport’s Opportunity Management functionality to create Opportunity records and generate quotes using products and product groups that you create or utilize via Intuit® QuickBooks® integration. Quotes are sent in PDF format as an attachment to an email that you configure using correspondence templates. Everything is customizable according to the needs of your organization, including stages, terms, custom fields, and more. Learn all about it in the iSupport Opportunity Features and Setup video!